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UMB Bank’s Brighthouse Financial BHF Stock Holding History

UMB Bank’s Portfolio BHF Stock Details BHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$66.8K Sell
1,056
-52
-5% -$3.23K ﹤0.01% 1203
2026
Q1 		$66.3K Sell
1,108
-47
-4% -$2.93K ﹤0.01% 1144
2025
Q4 		$74.8K Buy
1,155
+519
+82% +$30.5K ﹤0.01% 1079
2025
Q3 		$33.8K Sell
636
-388
-38% -$18.9K ﹤0.01% 1281
2025
Q2 		$55.1K Sell
1,024
-176
-15% -$9.89K ﹤0.01% 1085
2025
Q1 		$69.6K Buy
1,200
+605
+102% +$33.8K ﹤0.01% 911
2024
Q4 		$28.6K Sell
595
-28
-4% -$1.37K ﹤0.01% 1130
2024
Q3 		$28.1K Buy
623
+565
+974% +$25.4K ﹤0.01% 1081
2024
Q2 		$2.51K Sell
58
-5
-8% -$231 ﹤0.01% 1684
2024
Q1 		$3.25K Buy
63
+25
+66% +$1.24K ﹤0.01% 1430
2023
Q4 		$2.01K Sell
38
-10
-21% -$497 ﹤0.01% 1495
2023
Q3 		$2.35K Buy
48
+10
+26% +$497 ﹤0.01% 1511
2023
Q2 		$1.8K Hold
38
– – ﹤0.01% 1527
2023
Q1 		$1.68K Hold
38
– – ﹤0.01% 1539
2022
Q4 		$2K Sell
38
-45
-54% -$2.35K ﹤0.01% 1534
2022
Q3 		$4K Buy
83
+19
+30% +$865 ﹤0.01% 1485
2022
Q2 		$3K Sell
64
-6
-9% -$290 ﹤0.01% 1655
2022
Q1 		$4K Hold
70
– – ﹤0.01% 1689
2021
Q4 		$4K Buy
+70
New +$3.58K ﹤0.01% 1670

Other funds holding BHF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

UMB Bank's BHF Position: Q2 2026 in Review

UMB Bank reduced its Brighthouse Financial (BHF) stake by 4.7% in Q2 2026, selling an estimated $3.23K and leaving 1,056 shares worth $66.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

UMB Bank first reported a position in BHF in Q4 2021 and has held it in 19 quarters since. The position peaked at $74.8K in Q4 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • UMB Bank held 1,056 shares of Brighthouse Financial worth $66.8K as of Q2 2026.
  • UMB Bank sold 52 Brighthouse Financial shares in Q2 2026, an estimated $3.23K.
  • Brighthouse Financial made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1203 holding.
  • UMB Bank first reported a position in Brighthouse Financial in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Brighthouse Financial position peaked at $74.8K in Q4 2025.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.